Envestnet
Tamarac
By Envestnet, Inc.
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $10 per user per month
- Listed since
- 2023
About Envestnet
Wealth Management powered by fully connected CRM data
Tamarac’s Salesforce Sales Cloud and Financial Services cloud integration simplifies workflows and empowers financial advisors with better client awareness though a highly configurable app. The integration includes:
1. Push-button Client and Household Creation 2. Event-driven Client and Household Data Sync 3. Single Sign-on with Context 4. Financial Account Data Sync
For more information or to discuss configuration and deployment, contact Tamarac support at tamaracsupport@envestnet.com
Highlights
- Client/Household and Financial Account data synchronization
- Contextual single sign-on to Tamarac
- Access to the Envestnet wealth technology ecosystem
Screenshots
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Pricing
Paid, from $10 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $10 per user | Monthly |
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Financial Services Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 21, 2022
- Industries
- Financial Services
- Languages
- English